Since this year's stock price performance of Jinggong Technology Co., Ltd. and Stellar Technology Co., Ltd. (002132, stocks) has been exceptionally stunning, photovoltaic equipment and accessories have also become a compelling investment theme in the secondary market. The investment potential of related companies is positive. Gradually excavated.
“At present, the large-scale expansion of the cell-sector manufacturers is nearing completion, and the new round of equipment demand growth is approaching.” Zhang Xiaoxia, an analyst at Guohai Securities, said that the photovoltaic industry will develop rapidly in the next 5-10 years, with high profits and high growth expectations. Next, domestic solar wafers and battery module manufacturers have substantially expanded production, and many companies have expanded their production speed by more than 100%. Therefore, photovoltaic equipment, such as polysilicon ingot furnaces, single crystal growth furnaces, squarers, and slicers, will usher in a new round of explosive demand growth in the next two years.
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“Today, monocrystalline silicon growth furnaces have been almost completely domestically produced, and the domestic share of polysilicon ingot furnaces is increasing. The equipment of the local machines and multi-wire cutting machines has also started to involve domestic enterprises.” In view of Zhang Xiaoxia, equipment manufacturing The industry has high technical barriers. Entered companies can maintain high profit rates for a long period of time, and their growth and profitability are optimistic.
As for investment opportunities in this area in the future, a number of high-level industry executives have invariably expressed their expectations for the localization of multi-wire cutting machines (ie, slicers) to this reporter.
The senior executives of a large-scale polysilicon company in China told this reporter that most of the photovoltaic equipment has already been domesticated, and only the manufacture of slicers is highly dependent on imports.
“The cost-effectiveness of domestically produced equipment is no less than foreign. While the localization process has accelerated, the manufacturing cost of polysilicon has rapidly declined, and the costs of other batteries and components have also been decreasing,” the source said.
LDK officials also stated that the consumables required for the company’s silicon wafer production have been mainly purchased from three domestic manufacturers, but the slicer was still purchased from abroad. “If the slicer can be made domestically, the company will also consider using domestically-made equipment.”
"The domestic slicing machine still mainly relies on imports, but there are already domestic enterprises in trial production." Mr. Ruth Xiao, chairman of Artus, said in an interview with this newspaper.
The reporter then learned that Tianlong Optoelectronics may become a company that has earlier achieved a breakthrough in the localization of multi-wire saws. According to the company's securities affairs representative Lu Song, the company's Xinxiang CNC, a holding company in Xinxiang, Henan Province, has produced a multi-wire cutting machine, and related equipment is also under development.
As for whether there will be systemic risks in the PV market next year, he said that he is not worried. “If PV has a risk, it is also a component plant, followed by a battery, a silicon wafer plant, and finally it will affect the plant. The upstream is the least risky. There is no asset impairment at the plant. In contrast, the downstream plant will buy a lot of silicon and the risk will be relatively large.”

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